Managing Contact Groups

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Contact Groups allow you to manage people in bulk and streamline communication. Since contacts can be associated to multiple contact groups, they are the best means of organizing your Address Book.

 
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Adding a Contact Group
 
1 Access the Contact Groups page. Begin by clicking Contacts in the top right. The Contacts tab opens by default. Select the neighboring tab, Contact Groups.

Click Create Contact Group.

2 Enter all relevant information. Name the contact group. If a simple name won't be detailed enough to quickly identify the contact group, consider adding a short description. This will display next to the contact group's name throughout the application.

 
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Once you're done, click Save.

Managing Contacts in a Contact Group
 
1 Access the Contacts page. Click Contacts in the top right.

2 Select the contacts. To search for a specific contact, type a first name, last name, company, or email address into Contact Search and and press Enter. Click Advanced Search to filter by more specific criteria.

Use the dropdown to view only members of a particular contact group.

 
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Check the box next to any contacts you want to add, update, or remove from a group, then hover over Actions and select Update Contact Groups.

3 Update the group. Choose how these contacts will affect your contact groups. Your choices include:
 
User-added imageAdd to new group allows you to create a new group for these contacts.
 
User-added imageAdd to existing groups adds new contacts to an existing contact group without removing the current members.
 
User-added imageReplace members of existing groups adds new contacts to an existing contact group and removes the current members.
 
User-added imageRemove from groups dissociates these contacts from the selected contact groups.
 
Name a new contact group or select an existing one by checking the box beside its name.

Once you're done, click Save, then Confirm.


Editing a Contact Group's Details
 
1 Access the Contact Groups page. To change a contact group's name or descriptions, click Contacts in the top right. The Contacts tab opens by default. Click the neighboring tab, Contact Groups.

2 Edit the group. Click the arrow to the right of the contact group's name, then click Edit.

 
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After making the necessary changes, click Save.

Deleting a Contact Group
 
1 Access the Contact Groups page. Click Contacts in the top right. The Contacts tab opens by default. Click the neighboring tab, Contact Groups.

2 Delete the group. Click the arrow to the right of the contact group's name, then click Delete.

 
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Select whether to delete just the contact group or the contact group and all its associated contacts.
 
NOTE: Once you delete a contact, you can no longer access their account-wide data in the Address Book.

Click Confirm.
 

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